This was a strategy/vision piece I did for Instinct Studios. I worked closely with a UX designer to envision a day of a tech savvy adviser and their client communicating through digital means. Once we had an agreed journey I designed and prototyped each key point of the day with the relevant screens.

This was a strategy/vision piece I did for Instinct Studios. I worked closely with a UX designer to envision a day of a tech savvy adviser and their client communicating through digital means. Once we had an agreed journey I designed and prototyped each key point of the day with the relevant screens.

In this screen the adviser is logged in to an app that connects them to their clients. The idea is that they can get all the basic information they need about their client. To make the app more useful, you can see all the clients milestones through their social media to better their advice.

In this screen the adviser is logged in to an app that connects them to their clients. The idea is that they can get all the basic information they need about their client. To make the app more useful, you can see all the clients milestones through their social media to better their advice.

In this screen the adviser is logged in to an app that connects them to their clients. The idea is that they can get all the basic information they need about their client. To make the app more useful, you can see all the clients milestones through their social media to better their advice.

If you are reading this, it is because your browser does not support the HTML5 video element.

If you are reading this, it is because your browser does not support the HTML5 video element.

Making an appointment.

Making an appointment.

Making an appointment.

Making an appointment.

Here you see an adviser looking at existing meetings and tasks with their client. Also this showcases how they would create an appointment with ease, using swipe gestures.

Here you see an adviser looking at existing meetings and tasks with their client. Also this showcases how they would create an appointment with ease, using swipe gestures.

Here you see an adviser looking at existing meetings and tasks with their client. Also this showcases how they would create an appointment with ease, using swipe gestures.

Here you see an adviser looking at existing meetings and tasks with their client. Also this showcases how they would create an appointment with ease, using swipe gestures.

Query a transaction.

Query a transaction.

Query a transaction.

Query a transaction.

The adviser can scan through the clients transactions quickly. They can filter it based on what type of transaction it is. Also they can query a particular transaction and ask the client about it if needed be.

The adviser can scan through the clients transactions quickly. They can filter it based on what type of transaction it is. Also they can query a particular transaction and ask the client about it if needed be.

The adviser can scan through the clients transactions quickly. They can filter it based on what type of transaction it is. Also they can query a particular transaction and ask the client about it if needed be.

If you are reading this, it is because your browser does not support the HTML5 video element.

If you are reading this, it is because your browser does not support the HTML5 video element.

Explore investments.

Explore investments.

Explore investments.

Explore investments.

Also part of the App the adviser can drill down on each investment the client made from a performance point of view. They can also see which regions they have invested in all the way to each holding.

Also part of the App the adviser can drill down on each investment the client made from a performance point of view. They can also see which regions they have invested in all the way to each holding.

Also part of the App the adviser can drill down on each investment the client made from a performance point of view. They can also see which regions they have invested in all the way to each holding.

Communicate.

Communicate.

Communicate.

Communicate.

We imagined the App being the main point of communication. From voice calls to messaging all in one place. In this particular view you can see a two way conversation with the adviser and their client.

We imagined the App being the main point of communication. From voice calls to messaging all in one place. In this particular view you can see a two way conversation with the adviser and their client.

We imagined the App being the main point of communication. From voice calls to messaging all in one place. In this particular view you can see a two way conversation with the adviser and their client.

If you are reading this, it is because your browser does not support the HTML5 video element.